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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,174 |
VALMARK ADVISERS INC2 years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $12,434 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,665 | $89,367-48.9% | $141,191-67.7% | $72,975-37.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.10% | 111.87%-90.8pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,939 | $3,115-37.8% | $4,736-59.1% | $2,440-20.5% |
| Participant deferral / active EE | $2,572 | $5,419-52.5% | $6,710-61.7% | $3,608-28.7% |
| Admin fee / account holder | $269 | $5,957-95.5% | $10,264-97.4% | $5,124-94.8% |